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PACCAR
PCAR

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
501
Mission Wealth Management
California
$201K +$199K +3,543 New
OSAM
502
O'Shaughnessy Asset Management
Connecticut
$186K +$19.1K +340 +12%
PCM
503
Prelude Capital Management
New York
$185K +$126K +2,246 +222%
FMT
504
First Mercantile Trust
Tennessee
$182K -$257K -4,587 -60%
SWA
505
Sutton Wealth Advisors
Florida
$177K – – –
S
506
SignatureFD
Georgia
$177K -$9.26K -165 -5%
EWM
507
Endurance Wealth Management
Rhode Island
$171K – – –
PCTC
508
Perkins Coie Trust Company
Washington
$151K – – –
RWA
509
Ropes Wealth Advisors
Massachusetts
$146K +$52.7K +939 +58%
TFM
510
TFC Financial Management
Massachusetts
$146K +$144K +2,564 New
VCM
511
Vigilant Capital Management
Maine
$145K – – –
ASN
512
Advisory Services Network
Georgia
$142K +$140K +2,495 New
PO
513
Private Ocean
California
$137K +$37.9K +675 +39%
PP
514
Paloma Partners
Connecticut
$136K -$4.34M -77,457 -97%
ICOM
515
Investment Counselors of Maryland
Maryland
$136K – – –
EI
516
Ellevest Inc
New York
$136K +$24.1K +429 +22%
VFA
517
Valeo Financial Advisors
Indiana
$130K -$6.62K -118 -5%
RIM
518
Rampart Investment Management
Connecticut
$116K -$865K -15,426 -88%
EFSCE
519
Enterprise Financial Services Corp (EFSC)
Missouri
$114K – – –
QCG
520
Quadrant Capital Group
Ohio
$102K -$10.5K -188 -9%
T
521
TOBAM
France
$102K +$100K +1,791 New
JCM
522
Jacobi Capital Management
Pennsylvania
$100K -$10.8K -193 -10%
HFM
523
Hartford Financial Management
Connecticut
$94K +$112 +2 +0.1%
MA
524
MCF Advisors
Kentucky
$93K +$280 +5 +0.3%
MCM
525
Manchester Capital Management
Vermont
$92K -$3.42K -61 -4%
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